Reference Verifications - Ability to create custom REFV templates per client/ client type level

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Permanently deleted user

• June 06, 2022 15:03

Story:

As a CRA, I would like the ability to create custom reference verification templates at the client/ client type level so that not all clients have to use the default SwiftReference templates.

How does the process currently work:

Currently, SwiftReference only allows TWO templates per CRA system (one personal/ one professional). This causes ALL clients within the CRAs system to use these default templates if SwiftReference is enabled (Unless the Client/ Client Type is setup as an exception to not use SwiftReference). 

Researcher Network → REFV → SwiftReference → Manage Templates 

6

• Official comment

  

  Evan N.

  • January 24, 2023 19:03

  Hello Everyone!
  
  Thank you so much for your input on this. I will be following up with you all individually to assist with ranking this item compared to other items we are considering.

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  Pierre Rhodes

  • June 06, 2022 15:07

  I have asked for this for a while. Glad they posted here.

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  Aaron Cotter

  • June 06, 2022 15:56

  Yes - Even down to the package type.  We have a client that would like to ask different questions based on the position they are hiring for.

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  Matthew Rodgers

  • June 06, 2022 15:58

  This is a standard Client expectation that we currently can't deliver.

   

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  Joe Degenhardt

  • June 06, 2022 16:15

  Yes 

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  Mehul patel

  • June 06, 2022 16:19

  Yes.  We inquired a few years ago about having that.  The option should be at client, client type, or package. At this time we have several different reference sheets, so I would hope there would not be a limit attached.  

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  Lee McClain

  • June 06, 2022 16:20

  Yes.  It was disappointing and surprising SwiftReference does not allow for this in that hovering over the "i" icons next to the Default Questionnaire items in "Manage Templates" displays the following:

  Default questionnaire applies to all auto reference checks unless Client or Client Type is assigned to a custom questionnaire.

  This would definitely make SwiftReference a feature that could be utilized for all our clients that require we use their questions.

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  Chris Dyer

  • June 06, 2022 17:17
  • Edited

  Yes

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  Connie Belshe

  • June 06, 2022 17:22

  Yes

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  Christine Prespare

  • August 12, 2022 17:34

  yes - common requirement that holds back growth for use of this service, and more differentiation, revenue, and sales for both deverus and it's CRAs.

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  Lee McClain

  • August 12, 2022 17:41

  Greetings deverus,

  Happy Friday!

  Any progress on making SwiftReference something that can be used?

  Lee

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  Joe Degenhardt

  • December 06, 2022 16:08

  yes

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  Lee McClain

  • December 06, 2022 16:47

  Greetings deverus,

  Happy Tuesday!

  Any progress on making SwiftReference something that can be used?

  Lee

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  Neil Adelman

  • January 24, 2023 17:17

  YES

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  Pierre Rhodes

  • January 24, 2023 17:18

  We do have some clients that would like different questionnaires based on hiring position and package sent. It is also nice to let a prospective client know that different templates can be built specifically for them, good selling point.

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  Matthew Rodgers

  • January 24, 2023 17:53

  This STILL makes complete sense. 

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  Mehul patel

  • January 24, 2023 18:21

  We have 5 to 6 different client reference sheets.  2 of these clients do a heave volume of refereces. We would need the ability to attach a reference template to each client type.  

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